Pier Capital, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| Cognex Corp | 0 | 162,966 | +162,966 | 0 | 7,983,704 | +7,983,704 |
| Birkenstock Holding plc | 0 | 220,241 | +220,241 | 0 | 7,891,235 | +7,891,235 |
| ArcBest Corp | 0 | 79,719 | +79,719 | 0 | 7,841,161 | +7,841,161 |
| Viavi Solutions Inc | 0 | 199,138 | +199,138 | 0 | 6,627,313 | +6,627,313 |
| Semtech Corp | 49,209 | 122,962 | +73,753 | 3,626,211 | 9,454,548 | +5,828,337 |
| Wix com Ltd | 0 | 58,930 | +58,930 | 0 | 5,307,825 | +5,307,825 |
| ESCO Technologies Inc | 15,335 | 29,469 | +14,134 | 2,996,306 | 8,291,693 | +5,295,387 |
| IPG Photonics Corp | 0 | 40,920 | +40,920 | 0 | 4,689,023 | +4,689,023 |
| Cytokinetics Inc | 0 | 69,583 | +69,583 | 0 | 4,586,216 | +4,586,216 |
| Global-e Online Ltd | 40,237 | 196,982 | +156,745 | 1,581,716 | 6,076,895 | +4,495,179 |
| HA Sustainable Infrastructure Capital Inc | 0 | 119,656 | +119,656 | 0 | 4,397,358 | +4,397,358 |
| SiteOne Landscape Supply Inc | 30,403 | 58,412 | +28,009 | 3,786,998 | 7,775,221 | +3,988,223 |
| DigitalOcean Holdings Inc | 136,902 | 122,466 | -14,436 | 6,587,724 | 10,505,133 | +3,917,409 |
| Cohu Inc | 0 | 112,874 | +112,874 | 0 | 3,456,202 | +3,456,202 |
| Camtek Ltd | 33,248 | 45,284 | +12,036 | 3,535,759 | 6,865,507 | +3,329,748 |
| Glaukos Corp | 0 | 29,261 | +29,261 | 0 | 3,150,239 | +3,150,239 |
| CECO Environmental Corp | 97,842 | 150,245 | +52,403 | 5,855,844 | 8,951,597 | +3,095,753 |
| Planet Labs PBC | 0 | 106,263 | +106,263 | 0 | 2,970,051 | +2,970,051 |
| Applied Industrial Technologies Inc | 29,807 | 39,507 | +9,700 | 7,653,543 | 10,481,997 | +2,828,454 |
| Compass Inc | 0 | 378,513 | +378,513 | 0 | 2,766,930 | +2,766,930 |
| Kodiak Gas Services Inc | 129,612 | 128,194 | -1,418 | 4,847,489 | 7,476,274 | +2,628,785 |
| Powell Industries Inc | 14,435 | 13,358 | -1,077 | 4,601,589 | 7,227,747 | +2,626,158 |
| Shoals Technologies Group Inc | 426,335 | 948,749 | +522,414 | 3,623,848 | 6,242,768 | +2,618,920 |
| nLight Inc | 131,747 | 129,178 | -2,569 | 4,941,830 | 7,365,730 | +2,423,900 |
| Structure Therapeutics Inc | 0 | 47,551 | +47,551 | 0 | 2,291,958 | +2,291,958 |
| Cogent Biosciences Inc | 46,260 | 101,304 | +55,044 | 1,643,155 | 3,899,191 | +2,256,036 |
| Interparfums Inc | 66,937 | 85,991 | +19,054 | 5,678,266 | 7,811,422 | +2,133,156 |
| Sensient Technologies Corp | 48,555 | 74,309 | +25,754 | 4,561,742 | 6,423,270 | +1,861,528 |
| Carpenter Technology Corp | 0 | 4,418 | +4,418 | 0 | 1,741,355 | +1,741,355 |
| Quanterix Corp | 0 | 492,368 | +492,368 | 0 | 1,733,135 | +1,733,135 |
| AngioDynamics Inc | 571,855 | 796,696 | +224,841 | 7,342,618 | 9,058,434 | +1,715,816 |
| SiTime Corp | 12,640 | 17,895 | +5,255 | 4,464,322 | 6,180,038 | +1,715,716 |
| Fluence Energy Inc | 213,856 | 431,951 | +218,095 | 4,230,072 | 5,943,646 | +1,713,574 |
| Lattice Semiconductor Corp | 91,438 | 89,683 | -1,755 | 6,728,008 | 8,318,995 | +1,590,987 |
| Saia Inc | 26,284 | 28,764 | +2,480 | 8,582,252 | 10,104,218 | +1,521,966 |
| Advanced Drainage Systems Inc | 50,394 | 63,860 | +13,466 | 7,298,563 | 8,757,122 | +1,458,559 |
| Universal Technical Institute Inc | 237,333 | 210,443 | -26,890 | 6,201,511 | 7,596,992 | +1,395,481 |
| Capricor Therapeutics Inc | 0 | 44,401 | +44,401 | 0 | 1,349,790 | +1,349,790 |
| Sterling Infrastructure Inc | 12,164 | 11,954 | -210 | 3,724,982 | 4,868,506 | +1,143,524 |
| Huntington Ingalls Industries | 0 | 2,980 | +2,980 | 0 | 1,132,102 | +1,132,102 |
| AZZ Inc | 70,967 | 69,716 | -1,251 | 7,606,243 | 8,723,563 | +1,117,320 |
| Globant SA | 25,988 | 60,430 | +34,442 | 1,698,836 | 2,786,427 | +1,087,591 |
| Allegro Microsystems Inc | 231,184 | 226,566 | -4,618 | 6,098,634 | 7,143,626 | +1,044,992 |
| Hexcel Corp | 162,219 | 159,377 | -2,842 | 11,987,984 | 12,898,381 | +910,397 |
| BWX Technologies Inc | 30,062 | 29,676 | -386 | 5,195,916 | 6,068,445 | +872,529 |
| nVent Electric PLC | 0 | 7,164 | +7,164 | 0 | 847,358 | +847,358 |
| ATI Inc | 29,052 | 28,721 | -331 | 3,334,008 | 4,177,757 | +843,749 |
| OneSpaWorld Holdings Ltd | 413,170 | 405,098 | -8,072 | 8,569,146 | 9,296,999 | +727,853 |
| Centrus Energy Corp | 14,036 | 23,727 | +9,691 | 3,407,379 | 4,118,770 | +711,391 |
| Aehr Test Systems | 211,619 | 126,991 | -84,628 | 4,272,588 | 4,708,826 | +436,238 |
| Houlihan Lokey Inc | 44,000 | 56,145 | +12,145 | 7,664,360 | 8,063,545 | +399,185 |
| Dexcom Inc | 34 | 5,968 | +5,934 | 2,257 | 374,790 | +372,533 |
| Fulton Financial Corp | 543,387 | 533,644 | -9,743 | 10,503,671 | 10,854,319 | +350,648 |
| Dynatrace Inc | 13,147 | 23,016 | +9,869 | 569,791 | 851,132 | +281,341 |
| Shake Shack Inc | 36,189 | 35,573 | -616 | 2,937,461 | 3,147,143 | +209,682 |
| Perella Weinberg Partners | 264,984 | 260,184 | -4,800 | 4,584,223 | 4,724,941 | +140,718 |
| FormFactor Inc | 86,298 | 51,061 | -35,237 | 4,813,702 | 4,952,406 | +138,704 |
| Cheniere Energy Inc | 1,481 | 1,421 | -60 | 287,892 | 403,223 | +115,331 |
| Teledyne Technologies Inc | 1,542 | 1,488 | -54 | 787,546 | 900,255 | +112,709 |
| IMAX Corp | 244,589 | 239,898 | -4,691 | 9,040,009 | 9,118,523 | +78,514 |
| Monolithic Power Systems Inc | 466 | 450 | -16 | 422,364 | 492,008 | +69,644 |
| Tradeweb Markets Inc | 8,452 | 8,156 | -296 | 908,928 | 959,635 | +50,707 |
| MSA Safety Inc | 42,820 | 42,070 | -750 | 6,857,195 | 6,897,376 | +40,181 |
| Datadog Inc | 0 | 26 | +26 | 0 | 3,069 | +3,069 |
| NRG Energy Inc | 0 | 19 | +19 | 0 | 2,777 | +2,777 |
| TechnipFMC plc | 108 | 108 | 0 | 4,812 | 7,466 | +2,654 |
| Five Below Inc | 11 | 17 | +6 | 2,072 | 3,884 | +1,812 |
| Entegris Inc | 28 | 28 | 0 | 2,359 | 3,283 | +924 |
| IDEX Corp | 15 | 15 | 0 | 2,669 | 2,843 | +174 |
| MSCI Inc | 9 | 9 | 0 | 5,164 | 4,851 | -313 |
| West Pharmaceutical Services Inc | 18 | 18 | 0 | 4,953 | 4,512 | -441 |
| IDEXX Laboratories Inc | 4 | 4 | 0 | 2,706 | 2,248 | -458 |
| TopBuild Corp | 8 | 8 | 0 | 3,338 | 2,810 | -528 |
| Axon Enterprise Inc | 5 | 5 | 0 | 2,840 | 2,123 | -717 |
| Viking Holdings Ltd | 60 | 40 | -20 | 4,285 | 2,939 | -1,346 |
| Elastic NV | 25 | 0 | -25 | 1,886 | 0 | -1,886 |
| Ulta Beauty Inc | 8 | 5 | -3 | 4,840 | 2,614 | -2,226 |
| Shift4 Payments Inc | 131 | 131 | 0 | 8,249 | 5,729 | -2,520 |
| Lantheus Holdings Inc | 47 | 0 | -47 | 3,128 | 0 | -3,128 |
| IQVIA Holdings Inc | 14 | 0 | -14 | 3,156 | 0 | -3,156 |
| Stevanato Group SpA | 282 | 0 | -282 | 5,674 | 0 | -5,674 |
| BlackLine Inc | 113 | 0 | -113 | 6,248 | 0 | -6,248 |
| Progyny Inc | 394 | 0 | -394 | 10,118 | 0 | -10,118 |
| Glacier Bancorp Inc | 196,118 | 192,666 | -3,452 | 8,638,998 | 8,606,390 | -32,608 |
| Mercury Systems Inc | 56,727 | 56,006 | -721 | 4,141,638 | 4,083,397 | -58,241 |
| National Vision Holdings Inc | 313,565 | 307,642 | -5,923 | 8,096,248 | 7,967,928 | -128,320 |
| Evercore Inc | 2,593 | 2,493 | -100 | 882,268 | 744,185 | -138,083 |
| elf Beauty Inc | 38,158 | 45,064 | +6,906 | 2,901,534 | 2,731,329 | -170,205 |
| Valmont Industries Inc | 19,026 | 18,695 | -331 | 7,654,540 | 7,469,961 | -184,579 |
| Commvault Systems Inc | 58,367 | 91,102 | +32,735 | 7,316,887 | 7,095,935 | -220,952 |
| MP Materials Corp | 76,811 | 75,431 | -1,380 | 3,880,492 | 3,640,300 | -240,192 |
| Belden Inc | 64,115 | 62,914 | -1,201 | 7,472,603 | 7,224,415 | -248,188 |
| Texas Roadhouse Inc | 1,923 | 23 | -1,900 | 319,218 | 3,798 | -315,420 |
| Comfort Systems USA Inc | 1,730 | 938 | -792 | 1,614,592 | 1,293,493 | -321,099 |
| Guardant Health Inc | 33,905 | 33,330 | -575 | 3,463,057 | 3,078,692 | -384,365 |
| Seacoast Banking Corp of Florida | 257,755 | 252,880 | -4,875 | 8,098,662 | 7,659,735 | -438,927 |
| Cavco Industries Inc | 12,103 | 13,839 | +1,736 | 7,149,726 | 6,702,089 | -447,637 |
| Flowserve Corp | 138,520 | 123,232 | -15,288 | 9,610,518 | 9,058,784 | -551,734 |
| Canada Goose Holdings Inc | 298,459 | 291,074 | -7,385 | 3,865,044 | 3,193,082 | -671,962 |
| The Vita Coco Company Inc | 138,044 | 135,641 | -2,403 | 7,317,712 | 6,498,560 | -819,152 |